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PilotWorks - Entry and approval

Unique in the industry, Pilot’s distributed and delegated entry, approval and publishing feature streamlines the process of populating metrics into a performance management system. An easy-to-follow workflow system provides structure around a traditionally labor-intensive process, alleviating costly errors and significantly reducing the amount of time spent on metrics collection and approval. Additionally, this approach allows organisations to quickly collect metrics without having to spend time integrating transactional systems or establishing a data warehouse just for one or two metrics.

Entry & approval process streamlines the collection, entry, approval and publishing of metrics across multiple users and data models

Key features and benefits

• Single interface for metrics management: Streamlines the process of collection, entry, approval and publishing of metrics across multiple users and data models.
• Manual metrics assignment: Assigning metrics owners provides control over how the process is managed.
• Progress screen: Provides status of entry, approval and publishing process.
• E-mail notification: Apprises users of next steps, keeping the metrics process moving forward.
• Easy-to-use Web forms and Excel templates: Display only data relevant to metrics owner, ensuring focus on the task at hand.
• Historical log of values from previous records: Can be used as a reference for future metrics creation.
• Full audit trail: Captures detailed user interactions, including time stamps for approval, rejection and submission of metrics.
• Notes: Attach notes, previously communicated via e-mail or telephone, to any specific step within the process to create a complete snapshot of workflow best practices for future use.
• Create templates and assign metrics: Creating templates and assigning metrics to various users enables a streamlined approach to metrics data entry workflow.